Monogram Technologies Inc.
MGRMDelisted Oct 7, 2025- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001769759
Monogram Technologies Inc. was delisted on Oct 7, 2025; its insiders filed their last Form 4 on Oct 14, 2025; 63 institutions reported holding it in 13F filings for Q3 2025, worth $24.9M in total; no superinvestor held it.
13F holders, Q4 2024
Institutional positions in Monogram Technologies Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 47
- +12 vs. Q3 2024
- Shares held
- 1.50M
- +177.6K (+13.5%) vs. Q3 2024
- Total value
- $3.55M
- +$51.6K (+1.5%) vs. Q3 2024
- New holders
- 13
- 11 more added
- Sold out
- 1
- 4 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MGRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 63 | $24.9M |
| Q2 2025 | 49 | $5.83M |
| Q1 2025 | 42 | $5.42M |
| Q4 2024 | 47 | $3.55M |
| Q3 2024 | 35 | $3.50M |
| Q2 2024 | 26 | $1.13M |
| Q1 2024 | 29 | $974.3K |
| Q4 2023 | 25 | $486.6K |
| Q3 2023 | 18 | $1.03M |
| Q2 2023 | 13 | $304.7K |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Monogram Technologies Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 655,549 | $1.55M | 0.00% | +16,857+2.6% | Added |
| Geode Capital Management, LLC | 226,378 | $536.5K | 0.00% | +16,234+7.7% | Added |
| Buckingham Strategic Partners | 201,350 | $477.2K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 98,168 | $232.7K | 0.00% | +282+0.3% | Added |
| Northern Trust Corp | 45,873 | $108.7K | 0.00% | +24,088+110.6% | Added |
| Commonwealth Equity Services, LLC | 41,628 | $99.0K | 0.00% | +7,366+21.5% | Added |
| State Street Corp | 31,700 | $75.1K | 0.00% | +8,400+36.1% | Added |
| New Harbor Financial Group, LLC | 29,348 | $69.6K | 0.02% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 29,348 | $69.6K | 0.02% | +29,348 | New |
| Morgan Stanley | 14,766 | $35.0K | 0.00% | +5,400+57.7% | Added |
| Brinker Capital Investments, LLC | 13,000 | $30.8K | 0.00% | +13,000 | New |
| Orion Portfolio Solutions, LLC | 13,000 | $30.8K | 0.00% | +13,000 | New |
| Resources Investment Advisors, LLC. | 11,666 | $27.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,597 | $27.5K | 0.00% | +8,597+286.6% | Added |
| Barclays PLC | 11,305 | $26.8K | 0.00% | +408+3.7% | Added |
| Goldman Sachs Group Inc | 10,712 | $25.4K | 0.00% | +10,712 | New |
| Jane Street Group, LLC | 10,616 | $25.2K | 0.00% | +10,616 | New |
| Salomon & Ludwin, LLC | 6,000 | $14.2K | 0.00% | +6,000 | New |
| UBS Group AG | 4,521 | $10.7K | 0.00% | −916−16.8% | Reduced |
| Global Retirement Partners, LLC | 4,237 | $10.0K | 0.00% | +4,237 | New |
| Bank of America Corp | 2,677 | $6.34K | 0.00% | +13+0.5% | Added |
| GWM Advisors LLC | 2,102 | $4.98K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,000 | $4.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,000 | $4.74K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,000 | $4.74K | 0.00% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 1,971 | $4.67K | 0.00% | −23−1.2% | Reduced |
| CWM, LLC | 1,674 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,396 | $3.31K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,396 | $3.29K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,350 | $3.20K | 0.00% | +352+35.3% | Added |
| Cassady Schiller Wealth Management, LLC | 1,000 | $2.37K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,000 | $2.37K | 0.00% | +1,000 | New |
| Park Square Financial Group, LLC | 876 | $2.08K | 0.00% | +876 | New |
| Wood Tarver Financial Group, LLC | 1,000 | $2.00K | 0.00% | +1,000 | New |
| Safe Harbor Fiduciary, LLC | 690 | $1.64K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 652 | $1.55K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $1.19K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 500 | $1.19K | 0.00% | +500 | New |
| SJS Investment Consulting Inc. | 334 | $792 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $708 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 266 | $630 | 0.00% | −300−53.0% | Reduced |
| Transce3nd, LLC | 138 | $327 | 0.00% | +138 | New |
| Winch Advisory Services, LLC | 130 | $308 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 80 | $190 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 55 | $130 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 48 | $114 | 0.00% | −2−4.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |